Big Idea or Enduring Question: How to debug a Salesforce Flow as Another User? Objectives: After reading this blog, you’ll be able to: Debug a Screen Flow as another user Debug an Autolaunched Flow as another user Debug a Record-Triggered Flow as another user Debug a Platform Event-Triggered Flow as
Category: After-Save Flow
Map Lead Source to Account Source During Lead Conversion
Big Idea or Enduring Question: How can you map the lead source to the account source during the lead conversion? A lead in a marketing context, is a potential sales contact, an individual or organization that expresses an interest in your products or services. Leads are typically captured through the
Skip Scheduled Flow on Weekends and Holidays
Big Idea or Enduring Question: We don’t want to work on Weekends or Holidays – we all get that! If so then, do you think our clients or prospects do? If you are in doubt then try sending an Email to your prospects to buy a home on a Christmas!
Verify who Created or Last Modified a Flow
Big Idea or Enduring Question: How do you find who Created or Last Modified a Flow? Objectives: After reading this blog, you’ll be able to: Understand how to find who created or Last Modified a Flow? Understand Flow related metadata objects Business Use case Cathal Murtagh is working as a
Auto Create and Activate a Contract
Big Idea or Enduring Question: How do you create and activate a contract using Salesforce Flow? Objectives: After reading this blog post, the reader will be able to: Use After-save Record-Triggered Flow to create a draft contract Use a Decision element to check field values Use the Update Records element to
Auto Revenue Splitting in Opportunities
How do you automatically split revenue using Lightning Flow or Process Builder?
Enhance Productivity with Push Notification to Desktop or Mobile!
You may be thinking, what am I so excited about the Salesforce recent release? Well, let me count the reasons! However, one of the reasons, that stands out the most is, enhancements related to Salesforce Flow – Oh, yes! you got that right. Let me start with a few examples:
Bye Bye Manual Work – Auto create Quip folder, Document and, Attach it to a Record!
Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip is not only a collaboration tool but, it also has the capability to create slides, excel, sheets and connect with live